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Phylicia Atkins is the client engagement specialist for Callahan & Associates. As part of the Advisory Services team, Atkins ensures new clients and users have everything they need for a successful Callahan relationship. She is a member of the Cooperative Trust and was a GAC Crasher in 2015. Atkins has more than a decade of credit union experience and has previously held leadership positions in operations, technical and sales training, and community outreach for two credit unions.
A happy, motivated workforce presents operational as well as member-facing benefits.
The first few days of membership can make or break the entire member experience. Follow these steps to provide lasting value that fosters a long-term relationship.